In this episode Monterey Wealth touches on the following topics:

• Market Update (January - May)
• Inflation driving volatility in the market
• Value Stocks vs. Growth Stocks
• What has Monterey Wealth done to position their clients' portfolios
• Our outlook for the remainder of 2021

http://montereywealth.com

In this episode Jay and David discuss the current Mortgage Refinance environment and what considerations you should be mindful of before refinancing your home. 

• What is a refi?
• Primary Mortgage vs. HELOC
• When does it make sense to refi?
• How much does a refi cost?
• What is a no cost refi?

Gamestop? The video game retailer? Why do I keep hearing their name in the news? 

In this episode we will discuss:

• What is going on with Gamestop and why it is in the news
• Familiarize you with some of the relevant financial terms
• Explain why the price of Gamestop stock rose significantly overnight and the blowback that many of the trading platforms received as a result

In this episode we discuss a concept that makes most people uneasy - personal savings. We also share our personal experiences with saving as well as:

• Traits of Successful Savers
• Working from ahead, not behind
• How to handle debt
• Develop specific targets to reach your goals

In this episode we discuss what happened in the markets in 2020 and where we expect the markets to head in 2021. Topics include:

• Why was the market up in 2020 in the midst of COVID-19?
• What impact do low interest rates have on the economy and the markets?
• Expectations for 2021 market performance.